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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST
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To: Paul Engel who wrote (150111)11/28/2001 3:38:29 PM
From: Tony Viola  Read Replies (1) of 186894
 
Paul,

Re: ". The weak Nov and Dec will limit any upside, though. "

>>Intel's fabrication process takes 8 to 10 weeks to complete a wafer from start to finish.

Q1 and Q2 of almost every year are Intel's slowest quarters - that is a SEASONAL FACTOR bourne out for many years.

Cutting back on raw materials in November and December would be normal for reduced demand and manufacturing for the following quarters - Q1 & Q2 2002.

Don't try to confuse analysts with facts.

Tony
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